Windward Wealth Strategies, Inc.
● SEC registered since 2015CRD 175126SEC# 801-81031Oshkosh, WI
Reg. AUM
$251.2M
Employees
3
Accounts
397
Location
Oshkosh, WI
Windward Wealth Strategies, Inc. assets under management
Windward Wealth Strategies, Inc. operates as an SEC-registered investment adviser based in Oshkosh, WI. The firm has been registered since 2015. It reports $251.2 million in regulatory assets under management and employs 3 people.
Windward Wealth Strategies, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Bryan Pierce Control | President, Chief Compliance Officer & Cio | 50-75% | 2015 |
| Kim M Molitor Control | Secretary | 25-50% | 2015 |
Frequently asked questions
How much does Windward Wealth Strategies, Inc. manage?
Windward Wealth Strategies, Inc. reports $251.2 million in regulatory assets under management on its Form ADV.
How many employees does Windward Wealth Strategies, Inc. have?
Windward Wealth Strategies, Inc. reports 3 employees.
Where is Windward Wealth Strategies, Inc. located?
Windward Wealth Strategies, Inc. is based in Oshkosh, WI and has been SEC-registered since 2015.
Does Windward Wealth Strategies, Inc. disclose fund performance?
Windward Wealth Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2370 State Road 44, Suite a, Oshkosh, WI 54904 |
| Phone | 920-230-2215 |
| Office hours | 8:00a.m. To 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$251.2M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$251.2Mregulatory AUM
Discretionary $251.2M